MEDX vs. SURI ETF Comparison
Comparison of Horizon Kinetics Medical ETF (MEDX) to Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI)
MEDX
Horizon Kinetics Medical ETF
MEDX Description
The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$27.81
Average Daily Volume
1,083
32
SURI
Simplify Exchange Traded Funds Simplify Propel Opportunities ETF
SURI Description
The fund is an actively managed exchange-traded fund. The Sub-Adviser concentrates the fund's investments (i.e., invests more than 25% of its net assets) in the securities of issuers in the biotechnology, pharmaceuticals, healthcare technology, and life science tools and services industries. The Sub-Adviser employs an actively managed opportunistic multi-asset strategy that focuses on common stock, preferred stock, convertible bonds, structured notes, corporate notes and bonds, and ETFs that primarily invest in the preceding security types. The fund is non-diversified.Grade (RS Rating)
Last Trade
$23.69
Average Daily Volume
5,487
15
Performance
| Period | MEDX | SURI |
|---|---|---|
| 30 Days | -8.29% | 1.36% |
| 60 Days | -10.35% | 2.75% |
| 90 Days | -12.38% | 2.33% |
| 12 Months | -2.56% | 44.62% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MEDX | Weight in SURI | Overlap |
|---|
MEDX Overweight 32 Positions Relative to SURI
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | F | 15.83% | |
| ABBV | D | 7.81% | |
| BMY | B | 6.23% | |
| AMGN | D | 5.96% | |
| NVS | D | 5.95% | |
| AZN | D | 4.86% | |
| JNJ | D | 4.65% | |
| ALNY | D | 4.45% | |
| PFE | D | 4.04% | |
| MRK | F | 3.96% | |
| ALKS | B | 3.91% | |
| REGN | F | 3.38% | |
| BIIB | F | 3.08% | |
| CRSP | D | 2.97% | |
| IONS | F | 2.78% | |
| GSK | F | 2.32% | |
| BCYC | F | 1.95% | |
| BEAM | D | 1.51% | |
| NTLA | F | 1.3% | |
| REPL | B | 0.98% | |
| GALT | C | 0.89% | |
| HLN | D | 0.79% | |
| VNDA | C | 0.79% | |
| LTRN | F | 0.6% | |
| EDIT | F | 0.53% | |
| GEHC | F | 0.48% | |
| TSVT | F | 0.41% | |
| ALLO | F | 0.28% | |
| VTRS | A | 0.27% | |
| PACB | F | 0.13% | |
| BLUE | F | 0.08% | |
| MURA | D | 0.05% |
MEDX: Top Represented Industries & Keywords
SURI: Top Represented Industries & Keywords
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